Every material Form 8-K NXP Semiconductors filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NXP Semiconductors reported third-quarter 2026 revenue of $3.8 billion, representing a 19 percent increase year-on-year, driven by growth in automotive, industrial, and data center markets. Alongside the earnings release, the company announced a $5 billion increase to its share repurchase authorization.
Total revenue for the third quarter ended September 27, 2026, reached $3.79 billion.
GAAP diluted net income per share was $3.48, and non-GAAP diluted net income per share was $4.20.
The board authorized a $5 billion share repurchase program in October 2026.
Fourth-quarter 2026 revenue is guided to be in the range of $3.75 billion to $3.95 billion.
NXP B.V., a wholly owned subsidiary of NXP Semiconductors, signed a $250.0 million unsecured senior loan facility with the European Investment Bank on September 1, 2026. Proceeds are expected to fund an expansion of an existing back-end semiconductor assembly and test facility in Kuala Lumpur, Malaysia, and the loan is guaranteed by the parent company and two indirect subsidiaries.
Facility size: $250.0 million unsecured senior loan from European Investment Bank, signed September 1, 2026
Use of proceeds: expansion of an existing assembly and test facility in Kuala Lumpur, Malaysia
Borrowings may be in U.S. dollars or euros, at fixed or floating rates, with a maximum tenor of six years
A potential second facility agreement may be entered into in due course
NXP reported second-quarter 2026 revenue of $3.50 billion, up 19% from a year earlier and 10% from the first quarter, with non-GAAP diluted EPS of $3.61 versus $2.72 a year earlier. The company guided third-quarter 2026 revenue to $3.65 billion to $3.85 billion and non-GAAP diluted EPS to $3.89 to $4.32, which shareholders may weigh against the $3.02 GAAP EPS reported for the quarter.
Q2 2026 revenue was $3.50 billion, up 19% year-on-year and 10% sequentially; GAAP diluted EPS was $3.02, down from $4.43 in Q1 2026 and up from $1.75 in Q2 2025.
Non-GAAP diluted EPS was $3.61, up from $3.05 in Q1 2026 and $2.72 in Q2 2025.
Third-quarter 2026 guidance: revenue of $3.65 billion to $3.85 billion and non-GAAP diluted EPS of $3.89 to $4.32.
Capital return in Q2 2026 was $360 million, including $256 million in dividends and $104 million in share buybacks.
NXP reported first quarter 2026 revenue of $3.18 billion, up 12% from a year earlier, and non-GAAP diluted earnings of $3.05 per share, up from $2.64. GAAP diluted EPS was $4.43, helped by a one-time $627 million gain on the sale of its MEMS Sensors business. The company guided second quarter 2026 revenue to $3.35 billion to $3.55 billion, which would be up 14% to 21% from a year earlier.
Revenue was $3.18 billion, up 12% year over year and down 5% from the fourth quarter of 2025.
Non-GAAP diluted EPS was $3.05, up 16% from $2.64; GAAP diluted EPS was $4.43 including the $627 million gain on the MEMS Sensors sale.
Second quarter 2026 guidance: revenue of $3.35 billion to $3.55 billion and non-GAAP diluted EPS of $3.29 to $3.72.
Capital return was $358 million in the quarter, or 50.1% of non-GAAP free cash flow of $714 million.
NXP Semiconductors said its General Counsel and Secretary, Jennifer Wuamett, will retire from that role on June 30, 2026, and Michael Hoffmann, currently SVP, Chief Commercial Counsel and Deputy General Counsel, will be appointed General Counsel at that time. Ms. Wuamett will remain Chief Sustainability Officer and a strategic advisor to the CEO until her employment ends on December 31, 2026, with her pay, benefits and equity vesting continuing through that date.
Jennifer Wuamett gave notice on February 4, 2026 that she will voluntarily retire as General Counsel and Secretary on June 30, 2026
Michael Hoffmann, currently SVP, Chief Commercial Counsel and Deputy General Counsel, will be appointed General Counsel upon her retirement from that role
Ms. Wuamett's salary, benefits and equity vesting continue through December 31, 2026, and she remains eligible for the 2026 annual incentive bonus, paid in 2027, subject to performance metrics
The filing states no other payments or compensation are due to Ms. Wuamett
On February 6, 2026, NXP B.V. and NXP Funding LLC amended and restated their revolving credit agreement with Barclays Bank PLC as administrative agent, providing $3 billion of senior unsecured revolving credit commitments. The facility matures February 6, 2031, and is guaranteed by NXP Semiconductors N.V. and NXP USA, Inc. For shareholders, the filing describes a renewed committed credit line with a 3.00 to 1.00 minimum interest coverage covenant, but it does not state whether any amount has been drawn.
Facility: $3 billion senior unsecured revolving commitments, including a $200 million letters of credit sub-facility
Maturity: February 6, 2031
Pricing: Term SOFR plus 0.75% to 1.25%, or base rate plus 0.0% to 0.25%, based on senior unsecured credit rating; commitment fee 0.065% to 0.15% on undrawn amounts
Covenant: consolidated interest coverage ratio of at least 3.00 to 1.00 at each fiscal quarter end
NXP Semiconductors reported fourth-quarter 2025 revenue of $3.34 billion, up 7% from a year earlier, and full-year revenue of $12.27 billion, down 3%. GAAP diluted earnings per share were $1.79, down from $1.93, while non-GAAP diluted EPS rose to $3.35 from $3.18. The company also gave first-quarter 2026 revenue guidance of $3.05 billion to $3.25 billion and said it completed the $900 million sale of its MEMS sensors business on February 2, 2026.
Q4 2025 revenue was $3.34 billion, up 7% year-on-year; full-year 2025 revenue was $12.27 billion, down 3%.
Q4 GAAP diluted EPS was $1.79, down from $1.93 a year earlier; non-GAAP diluted EPS was $3.35, up from $3.18.
Q1 2026 revenue guidance is $3.05 billion to $3.25 billion, with non-GAAP diluted EPS guidance of $2.77 to $3.17.
The MEMS sensors business sale closed February 2, 2026 for $900 million in cash before closing adjustments, plus up to $50 million contingent on technical milestones.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NXP Semiconductors filing is on SEC EDGAR ↗. 8-K briefs of other companies →